Morningstar Investment Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 48 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2016$253,000
-93.2%
6,649
-93.3%
0.01%
-94.0%
Q2 2016$3,716,000
-78.6%
99,043
-79.0%
0.12%
-80.5%
Q1 2016$17,396,000
+2.4%
472,456
-4.6%
0.60%
-10.9%
Q4 2015$16,980,000
-4.0%
495,333
-3.0%
0.67%
-10.6%
Q3 2015$17,689,000
-44.7%
510,502
-38.0%
0.75%
-44.9%
Q2 2015$32,010,000
-4.0%
823,518
-1.8%
1.36%
-6.1%
Q1 2015$33,334,000
-0.5%
838,593
+4.1%
1.45%
-7.7%
Q4 2014$33,515,000
+0.1%
805,644
+7.4%
1.57%
-8.6%
Q3 2014$33,466,000
+26.2%
750,359
+34.5%
1.72%
+11.8%
Q2 2014$26,524,000
+13.4%
557,926
+9.5%
1.54%
-3.4%
Q1 2014$23,380,000
+5.3%
509,693
+5.7%
1.60%
-4.5%
Q4 2013$22,193,000
+3.0%
482,255
+6.1%
1.67%
-11.2%
Q3 2013$21,557,000
-2.7%
454,415
-1.5%
1.88%
-18.4%
Q2 2013$22,157,000461,2272.31%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
CLEAR INVESTMENT RESEARCH, LLC 69,589$2,331,0003.77%
STERLING INVESTMENT ADVISORS LLC /ADV 76,127$2,550,0002.27%
Pictet North America Advisors SA 650,815$21,802,0001.97%
Foresight Wealth Management, LLC 44,342$1,485,0001.58%
Lattice Strategies LLC 26,160$876,0000.76%
OPTIMUM INVESTMENT ADVISORS 65,655$2,199,0000.76%
Private Ocean, LLC 78,765$2,639,0000.74%
Strategic Wealth Partners, Ltd. 28,455$979,0000.49%
BANQUE PICTET & CIE SA 650,815$21,802,0000.44%
V Wealth Advisors LLC 22,313$760,0000.39%
View complete list of WISDOMTREE TR shareholders